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Within the AI Builder, there is a whole range of prebuilt models that you can use within for example the Power Platform. In this blog post, I would like to focus on two AI Builder language models that are prebuilt and available to you: Use case: P...
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Any idea how custom AI Prompts can help you build better relationships? When working in sales or other departments working with customers, one of the things that you probably want to achieve is knowing your customer. Building relationships and tru...
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Do you find it difficult to find the system views in the long lists of views available for certain tables? Yes, you were able to set a default of course, but now you do have the option to hide system views when enabling this feature. When looking ...
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With the Microsoft 2024 Wave 2 release there is another great feature available which allow sellers to have enhanced grid options. This allows you to analyze for example opportunities or quote data a lot quicker and more efficiently. Move left Mov...
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Another great feature that is released within the Wave 2 2024 Release is the Work Assignment feature. This feature allows you to automate the process of leads and opportunities assignments based on different criteria. This can be a great way to as...
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One of my favorite new features that is introduced in the Wave 2 2024 release, is the new customized lead qualification experience. This functionality did not change that much over time but now you do have better options to make this process a lot...
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Do you struggle sometimes when introducing formula columns (fx Formula) on how to design/configure these? Now it is possible to use AI suggestions for formula columns to speed up the process and create your formulas quickly. I will explain the AI ...
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Have you ever had the need to customize the opportunity closuring experience? When managing the opportunities in the current sales process, you will probably recognize the popup below. This is triggered when you mark your opportunity Close as won ...
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